How do I move a Template to another Vault?


There are scenarios when you may want to move a Template to a different vault group and/or section within a Vault.

To move a Template to another Vault and/or group, first locate the Template.

If you know the name of the Template, use the Search Connect box. If you are unsure of the name, click on the Vault in the Left Nav bar on your Home Page.

Click on the Vault where the Template is now located

Click on the Section in the Vault where the Template is located

Locate the Template and click on the 3 dots on the left side of the Template Title tile

Click on Move To in the pop up that appears

A new pop up will appear - click on the Vault where you now want the Template to reside - This will move it to the same section ( Assets) of the new Vault where is was residing.

You are also able to move Template to a new section and/or group in the Vault if needed. To do this, click on the 3 dots next to the Move icon

A list of the groups in the Vault will pop up. Click on the across from the section where you want to relocate the Template

Click on the Group where you want the Template to now reside and the Template is relocated the the Vault and new group

The Template is then moved the new section and group in the new Vault


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